What users are saying about
19 Ratings
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Score 8.2 out of 100
3 Ratings
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Score 10 out of 100

Likelihood to Recommend

IBM Cloud Pak for Business Automation

IBM Cloud Pak for Business Automation suits a scenario where a company aims to automate their various business processes and ensure that they are executed in a centralized manner and bring all the workforce to the center of this automation. The platform will grow your portfolio and ensure all business processes are AI-powered and run smoothly.
Martin Oliver | TrustRadius Reviewer

PlanPlus

I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.
James DiPilla | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

IBM Cloud Pak for Business Automation
PlanPlus
8.6
Customer data management / contact management
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Workflow management
IBM Cloud Pak for Business Automation
PlanPlus
9.0
Territory management
IBM Cloud Pak for Business Automation
PlanPlus
7.0
Opportunity management
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Integration with email client (e.g., Outlook or Gmail)
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Contract management
IBM Cloud Pak for Business Automation
PlanPlus
7.0
Quote & order management
IBM Cloud Pak for Business Automation
PlanPlus
5.0
Interaction tracking
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Channel / partner relationship management
IBM Cloud Pak for Business Automation
PlanPlus
9.0

Customer Service & Support

IBM Cloud Pak for Business Automation
PlanPlus
9.0
Case management
IBM Cloud Pak for Business Automation
PlanPlus
9.0
Call center management
IBM Cloud Pak for Business Automation
PlanPlus
9.0
Help desk management
IBM Cloud Pak for Business Automation
PlanPlus
9.0

Marketing Automation

IBM Cloud Pak for Business Automation
PlanPlus
10.0
Lead management
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Email marketing
IBM Cloud Pak for Business Automation
PlanPlus
10.0

CRM Project Management

IBM Cloud Pak for Business Automation
PlanPlus
9.7
Task management
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Billing and invoicing management
IBM Cloud Pak for Business Automation
PlanPlus
9.0
Reporting
IBM Cloud Pak for Business Automation
PlanPlus
10.0

CRM Reporting & Analytics

IBM Cloud Pak for Business Automation
PlanPlus
9.7
Forecasting
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Pipeline visualization
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Customizable reports
IBM Cloud Pak for Business Automation
PlanPlus
9.0

Customization

IBM Cloud Pak for Business Automation
PlanPlus
8.5
Custom fields
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Custom objects
IBM Cloud Pak for Business Automation
PlanPlus
9.0
Scripting environment
IBM Cloud Pak for Business Automation
PlanPlus
8.0
API for custom integration
IBM Cloud Pak for Business Automation
PlanPlus
7.0

Security

IBM Cloud Pak for Business Automation
PlanPlus
7.0
Single sign-on capability
IBM Cloud Pak for Business Automation
PlanPlus
6.0
Role-based user permissions
IBM Cloud Pak for Business Automation
PlanPlus
8.0

Social CRM

IBM Cloud Pak for Business Automation
PlanPlus
8.0
Social data
IBM Cloud Pak for Business Automation
PlanPlus
8.0
Social engagement
IBM Cloud Pak for Business Automation
PlanPlus
8.0

Integrations with 3rd-party Software

IBM Cloud Pak for Business Automation
PlanPlus
9.5
Marketing automation
IBM Cloud Pak for Business Automation
PlanPlus
10.0
Compensation management
IBM Cloud Pak for Business Automation
PlanPlus
9.0

Platform

IBM Cloud Pak for Business Automation
PlanPlus
8.0
Mobile access
IBM Cloud Pak for Business Automation
PlanPlus
8.0

Pros

IBM Cloud Pak for Business Automation

  • Provides an integrated coordinated software platform that offers capabilities to digitize your business operations.
  • Offers unified user experience for consistency across operations, reusable skills and assets that you can share between applications, and platform services that drive analytics and insight with operational intelligence.
  • Helps digitize and automate all aspects of your business operations.
  • Portable--you can run on-premises, on public clouds, or in an integrated system.
ilhan demirci | TrustRadius Reviewer

PlanPlus

  • Weekly and Monthly Planner is very productive.
  • Task Delegation and Pipeline Tracker are easy to use and efficient.
  • Goal Planning helped us as well to identify our chances.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Cons

IBM Cloud Pak for Business Automation

  • Installation file is too large to use.
  • Some application configurations are complex for new users.
  • Cloud computing may not be the right fit for all workloads.
ilhan demirci | TrustRadius Reviewer

PlanPlus

  • When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
  • The inability to make personalized the labels for our insurance terms.
Jim Grauel, Jr. | TrustRadius Reviewer

Usability

IBM Cloud Pak for Business Automation

No score
No answers yet
No answers on this topic

PlanPlus

PlanPlus 8.0
Based on 1 answer
It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI
James DiPilla | TrustRadius Reviewer

Support Rating

IBM Cloud Pak for Business Automation

No score
No answers yet
No answers on this topic

PlanPlus

PlanPlus 10.0
Based on 1 answer
There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.
James DiPilla | TrustRadius Reviewer

Alternatives Considered

IBM Cloud Pak for Business Automation

IBM helped analyze all kinds of data and even raw data easily. It is much easier to integrate. It validates real time data that can normally be hard to predict.
Anonymous | TrustRadius Reviewer

PlanPlus

PlanPlus Online is much nicer than Salesforce and also much faster.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Return on Investment

IBM Cloud Pak for Business Automation

  • The security features gives us peace of mind and we can focus on what matters most and not worry about data security
  • The ability to backup data assures us that in case of data loss, recovery is easy
  • Ability to run analytics provides the business with great insights
Anonymous | TrustRadius Reviewer

PlanPlus

  • Better lead management
  • Increased lead efficiencies with drip programs
Jim Grauel, Jr. | TrustRadius Reviewer

Screenshots

IBM Cloud Pak for Business Automation

Pricing Details

IBM Cloud Pak for Business Automation

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

IBM Cloud Pak for Business Automation Editions & Modules

Additional Pricing Details

PlanPlus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*

* Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.

PlanPlus Editions & Modules

Edition
PlanPlus Online Planner Edition$69.991
PlanPlus Online Professional Edition$34.992
PlanPlus Online Business Edition$199.993
  1. Per/Year
  2. Per User per Month
  3. per 5 users/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

IBM Cloud Pak for Business Automation
8.3
PlanPlus
10.0

Usability

IBM Cloud Pak for Business Automation
PlanPlus
8.0

Support Rating

IBM Cloud Pak for Business Automation
PlanPlus
10.0

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